Job Purpose:

Responsible for acquisition of new HNI business & management of allocated portfolio to drive balance sheet and income growth.

To onboard existing & HNI clients. Build strong business relationships with aim of driving sales, service excellence and high level of client satisfaction that is mutually benefiting.

Work with EIB, ELAK and treasury to provide wealth management and preservation solutions to clients.

Key Responsibilities:

Relationship Management and Financial Performance

To be the first point of contact for clients for the allocated portfolio

Proactively onboard and engage existing clients on the Group’s offering, educate on new changes in the bank/industry and share advisory communication.

Deliver deposit, loans, investment, insurance and revenue targets.

Leverage the ecosystem opportunities across all business segments to target quality business and grow value.

Customer Excellence

Digitize and cross sell to increase product holding to a minimum of 4 (Save, Invest, Borrow & Insure)

100% CRM utilization on service, sales pipeline and client contact program.

Ensure correct carding of clients in the portfolio with minimum utilization of 75%.

Achieve best bank in HNI Banking in the country measured by wallet size growth, customer satisfaction score and NPS rating.

Migrate transactions to digital channels – minimum of 60%.

People

Team spirit and stakeholders’ management

Efficient management of resources to deliver timely services to clients professionally.

Training and personal development

Internal Processes, Risk and Compliance

Ensure compliance with KYC, AML, legal, regulatory and any other governance requirements in acquisition and management of clients.

Comply with all the Group’s and Subsidiary policies and procedures.

Satisfactory portfolio audit

Qualifications

Education and Qualifications

Bachelor’s degree in Business, Finance, Economics, Banking, or a related field.

Professional qualifications such as CFA, CPA, ACCA, CIB, or CISI.

Certification in Wealth Management, Investment Advisory, or Relationship Management.

Minimum 5–7 years’ experience in Relationship Management, Private Banking, Wealth Management, or Corporate Banking.

Proven experience managing HNI or affluent client portfolios.

Strong track record in sales, portfolio growth, and client retention within the financial services industry.

Key Skills and Competencies

Technical Skills

Relationship and portfolio management

Credit analysis and financial statement interpretation

Wealth management and investment advisory

Sales, negotiation, and revenue generation

CRM and digital banking platforms

Leadership & Behavioral Competencies

Customer-centric mindset

Strong communication and influencing skills

Commercial acumen and results orientation

Integrity and ethical judgment

Collaboration and teamwork

• Responsible for acquisition of new HNI business & management of allocated portfolio to drive balance sheet and income growth.
• To onboard existing & HNI clients. Build strong business relationships with aim of driving sales, service excellence and high level of client satisfaction that is mutually benefiting.
• Work with EIB, ELAK and treasury to provide wealth management and preservation solutions to clients.
• To be the first point of contact for clients for the allocated portfolio
• Proactively onboard and engage existing clients on the Group’s offering, educate on new changes in the bank/industry and share advisory communication.
• Deliver deposit, loans, investment, insurance and revenue targets.
• Leverage the ecosystem opportunities across all business segments to target quality business and grow value.
• Digitize and cross sell to increase product holding to a minimum of 4 (Save, Invest, Borrow & Insure)
• 100% CRM utilization on service, sales pipeline and client contact program.
• Ensure correct carding of clients in the portfolio with minimum utilization of 75%.
• Achieve best bank in HNI Banking in the country measured by wallet size growth, customer satisfaction score and NPS rating.
• Migrate transactions to digital channels – minimum of 60%.
• Team spirit and stakeholders’ management
• Efficient management of resources to deliver timely services to clients professionally.
• Training and personal development
• Ensure compliance with KYC, AML, legal, regulatory and any other governance requirements in acquisition and management of clients.
• Comply with all the Group’s and Subsidiary policies and procedures.
• Satisfactory portfolio audit

• Relationship and portfolio management
• Credit analysis and financial statement interpretation
• Wealth management and investment advisory
• Sales, negotiation, and revenue generation
• CRM and digital banking platforms
• Customer-centric mindset
• Strong communication and influencing skills
• Commercial acumen and results orientation
• Integrity and ethical judgment
• Collaboration and teamwork

• Bachelor’s degree in Business, Finance, Economics, Banking, or a related field.
• Professional qualifications such as CFA, CPA, ACCA, CIB, or CISI.
• Certification in Wealth Management, Investment Advisory, or Relationship Management.
• Minimum 5–7 years’ experience in Relationship Management, Private Banking, Wealth Management, or Corporate Banking.
• Proven experience managing HNI or affluent client portfolios.
• Strong track record in sales, portfolio growth, and client retention within the financial services industry.